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Creating a project

A project brings one or more completed dataset modules together for a specific piece of work. Opening a project takes you to its Tree, where you can curate data and build semantic datasets for RebelCore Agent.

Before you start

You need:

  • Add Projects permission.
  • At least one completed dataset module.
  • A clear project name and purpose.
  • A decision about who should have access.

If there are no completed modules, open Datasets and finish creating a dataset module first.

Create a project

  1. Open Projects under Workspace.
  2. Click the + button labelled Create Project.
  3. Enter the project details, including its name and description.
  4. Select one or more completed modules.
  5. Choose All Users or Restricted Access.
  6. Review the effective LLM exposure level.
  7. Click Save.

The new project appears on the Projects page. Open its card to enter the Tree.

Choose modules

The MODULES section lists the completed modules available to your organisation. You can select more than one when the project needs to combine related datasets.

Each module displays an LLM exposure level:

  • Full
  • Limited
  • Advisory only

When the selected modules have different levels, the project uses the most restrictive level. The project form displays the effective level before you save.

Control project access

All Users

Choose All Users when every RebelCore portal user in your organisation should be able to open the project, subject to their role permissions.

Restricted Access

Choose Restricted Access to select individual users:

  1. Search the Available list by name or email.
  2. Move the required users to Granted.
  3. Remove anyone who should not have access.

The project creator remains an owner and cannot be removed from the granted list. The Customer Super Admin can access all projects in the organisation.

Project access and role permissions work together. A user must have both access to the project and the relevant role permission for the action they want to perform.

Edit a project

Select the edit icon on a project card to update:

  • Name, description, language, status, and other project details.
  • All Users or Restricted Access.
  • The list of granted users.

The selected modules are shown for reference but cannot be edited.

Project cards also display the number of linked modules, the access count, and the effective exposure level.

Remove a project

Project removal is an administrative action. Contact your Customer Super Admin or RebelCore support if a project must be removed.

Next steps

  1. Open the Tree.
  2. Review the data and choose the fields relevant to your intended questions.
  3. Build a semantic dataset.
  4. Open RebelCore Agent and select the semantic dataset.